Conditional Logic in Organizers

Make your organizers simpler and easier to fill out by hiding irrelevant questions — your clients see only questions that pertain to them.
Example: the organizer can only show the “your spouse name” question if the client previously answered “YES” to the `are you married?` question.
For now, conditional logic can only be used with individual questions. We will add this feature to the organizer sections soon.

Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system

Learn more in our Help Center https://help.taxdome.com/article/484-conditional-logic-jumps

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/​.

If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo​.

If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars​.

Make your organizers simpler and easier to fill out by hiding irrelevant questions — your clients see only questions that pertain to them.
Example: the organizer can only show the “your spouse name” question if the client previously answered “YES” to the `are you married?` question.
For now, conditional logic can only be used with individual questions. We will add this feature to the organizer sections soon.

Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system

Learn more in our Help Center https://help.taxdome.com/article/484-conditional-logic-jumps

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/​.

If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo​.

If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars​.